Patrick Lovell

Visionary
DISC Type : Ds

Managing Partner at 1817 Wealth Management

Atlanta, Georgia, United States

Overview

Patrick Lovell is the Managing Partner at 1817 Wealth Management, operating under the Wells Fargo Advisors Financial Network. He has prior experience as a First Vice President at both Wells Fargo Advisors and UBS. His practice concentrates on creating customized investment plans and estate planning strategies for a niche clientele of plaintiff attorneys and individuals receiving legal settlements.

He is an alumnus of the University of Memphis.

He has a unique professional focus on market-based structured settlements, providing targeted financial advice and portfolio management for recipients of legal awards.

Personality Overview

Fast But Thoughtful

Early Adopter

Objective Evaluator

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Legal Settlements
His practice has a dedicated focus on serving plaintiff attorneys and individuals receiving legal settlements, tailoring investment plans to their unique circumstances.
Investment Advice
He is dedicated to providing clients with targeted, comprehensive investment advice and frequently shares insights from the Wells Fargo Investment Institute.
Estate Planning
Offers estate planning strategies as a core part of his services to help clients manage their financial legacy.

Media Appearances

Patrick has no verified media appearances

Work History

6-2023
Managing Partner at 1817 Wealth Management
12-2007 - 6-2023
First Vice President Wealth Management at Wells Fargo Advisors
7-2001 - 12-2007
First Vice President, Investments at UBS

Education

Education details unavailable from University of Memphis

More Information

Social Presence :

Prographics :

Exp : 24 Location : Atlanta, Georgia, United States Job Level : N/A Designation : Managing Partner at 1817 Wealth Management
URL has been copied!

Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Focus on the results that your product produces, expect some strategic questions in return
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Patrick

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Patrick take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Patrick

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.